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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,226 hedge funds and large institutions have $14.6B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 330 increasing their positions, 389 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,226
Holders Change
+74
Holders Change %
+6.42%
% of All Funds
17.97%
Holding in Top 10
68
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.68%
% of All Funds
1%
New
154
Increased
330
Reduced
389
Closed
60
Calls
$932M
Puts
$521M
Net Calls
+$411M
Net Calls Change
-$106M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.57B
2
IMC Chicago
IMC Chicago
Illinois
$152M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$251M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$127M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
Squarepoint
Squarepoint
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$68.7M
4
Goldman Sachs
Goldman Sachs
New York
$197M
5
CA
Clearstead Advisors
Ohio
$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSC
1026
Lesa Sroufe & Co
Washington
$238K – – –
TWM
1027
Tradition Wealth Management
Minnesota
$236K +$7.09K +14 +3%
B
1028
Bensler
Washington
$236K -$97.4K -192 -29%
ESB
1029
Essex Savings Bank
Connecticut
$235K – – –
GSIAS
1030
Garden State Investment Advisory Services
New Jersey
$235K +$8.16K +16 +4%
AP
1031
Atwood & Palmer
Missouri
$235K -$31.4K -62 -12%
SWM
1032
Soundmark Wealth Management
Washington
$235K +$508 +1 +0.2%
SSWM
1033
Sheets Smith Wealth Management
North Carolina
$234K +$234K +461 New
FPF
1034
First Pacific Financial
Washington
$234K +$1.01K +2 +0.4%
IAS
1035
Investment Advisory Services
Texas
$233K – – –
CWM
1036
Concentric Wealth Management
California
$233K – – –
PS
1037
Principal Securities
Iowa
$233K +$233K +458 New
PP
1038
Patten & Patten
Tennessee
$231K -$25.4K -50 -10%
GCA
1039
Guardian Capital Advisors
Ontario, Canada
$231K +$231K +460 New
HIA
1040
Harbor Investment Advisory
Maryland
$230K – – –
Empower Advisory Group
1041
Empower Advisory Group
Colorado
$229K – – –
LWANC
1042
Laurel Wealth Advisors (North Carolina)
North Carolina
$229K – – –
WIM
1043
Westside Investment Management
California
$228K – – –
GWP
1044
Gateway Wealth Partners
Wisconsin
$228K +$228K +450 New
LWA
1045
Lantern Wealth Advisors
New York
$228K +$228K +449 New
FPGK
1046
Financial Partners Group (Kansas)
Kansas
$227K +$227K +448 New
GWM
1047
Geneos Wealth Management
Colorado
$226K -$76.2K -150 -25%
AWA
1048
Aquire Wealth Advisors
Utah
$225K – – –
OIM
1049
Oder Investment Management
California
$225K – – –
EF
1050
Exeter Financial
Arizona
$224K – – –
40 41
42
43 44